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Resolute Wealth Strategies

Latest statistics and disclosures from Resolute Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, JGRO, FBND, AMZN, NVDA, and represent 35.37% of Resolute Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: JGRO (+$9.8M), JTEK, XLK, XLE, PLTR, FBND, MSFT, NVDA, GLD, BKR.
Started 7 new stock positions in BKR, ANET, SBSW, NEE, C, AIQ, XLK.
Reduced shares in these 10 stocks: JAVA, MINT, XLV, , , EMMF, AAPL, JEPI, MRK, GOOGL.
Sold out of its positions in XLP, XLU, EMMF.
Resolute Wealth Strategies was a net buyer of stock by $11M.
Resolute Wealth Strategies has $219M in assets under management (AUM), dropping by 17.10%.
Central Index Key (CIK): 0001973981

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Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 105 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	15.0	$33M		129k	254.63	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	6.2	$14M	+258%	146k	93.75	View chart
Fidelity Total Bond Etf Etf (FBND)	5.3	$12M	+6%	251k	46.24	View chart
Amazon Stock (AMZN)	4.6	$10M		45k	219.57	View chart
Nvidia Corporation Stock (NVDA)	4.3	$9.4M	+7%	50k	186.58	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	3.9	$8.6M	-12%	85k	100.69	View chart
Jpmorgan Active Value Etf Etf (JAVA)	3.2	$6.9M	-41%	100k	68.96	View chart
Caterpillar Stock (CAT)	2.9	$6.4M		13k	477.15	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.6	$5.7M		11k	502.75	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.6	$5.6M		23k	243.55	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.5	$5.4M		45k	120.72	View chart
Spdr Gold Shares Etf (GLD)	2.5	$5.4M	+13%	15k	355.47	View chart
Microsoft Corp Stock (MSFT)	2.5	$5.4M	+14%	10k	517.96	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	2.3	$5.0M		34k	148.61	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.2	$4.8M		23k	206.51	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.1	$4.7M		7.0k	666.13	View chart
Blackstone Stock (BX)	2.1	$4.6M		27k	170.85	View chart
Jpmorgan Chase & Co Stock (JPM)	1.9	$4.3M		14k	315.42	View chart
At&t Stock (T)	1.7	$3.7M		132k	28.24	View chart
Reddit Inc Cl A Stock (RDDT)	1.4	$3.2M	-3%	14k	229.99	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	1.4	$3.0M	+923%	33k	91.97	View chart
Amgen Stock (AMGN)	1.3	$2.9M		10k	282.19	View chart
Renasant Corp Stock (RNST)	1.3	$2.9M		78k	36.89	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$2.8M	-3%	12k	243.10	View chart
Exxon Mobil Corp Stock (XOM)	1.0	$2.2M		20k	112.75	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.9	$2.0M	-2%	7.1k	279.84	View chart
Walmart Stock (WMT)	0.9	$2.0M		19k	103.06	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$1.8M		2.9k	612.28	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.8	$1.7M	+103%	9.5k	182.42	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.7	$1.5M	+187%	17k	89.34	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.7	$1.4M	+13%	56k	25.85	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.6	$1.3M	NEW	4.5k	281.86	View chart
Abbvie Stock (ABBV)	0.5	$1.1M		5.0k	231.56	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.1M	+7%	1.5k	763.12	View chart
Ishares Silver Trust Etf (SLV)	0.5	$1.1M		26k	42.37	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.1M		3.2k	341.34	View chart
American Express Stock (AXP)	0.5	$1000k		3.0k	332.21	View chart
Leidos Holdings Stock (LDOS)	0.4	$972k	+4%	5.1k	188.97	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.4	$932k	+41%	19k	49.31	View chart
Gold Fields Adr (GFI)	0.4	$932k		22k	41.96	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.4	$920k		7.6k	120.49	View chart
Unitedhealth Group Stock (UNH)	0.4	$849k	+8%	2.5k	345.33	View chart
Murphy Oil Corp Stock (MUR)	0.4	$847k		30k	28.41	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.4	$825k		3.0k	271.10	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$810k	-17%	14k	57.10	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$795k	-5%	1.3k	600.27	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$756k		1.0k	734.30	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$672k		1.0k	668.98	View chart
Union Pac Corp Stock (UNP)	0.3	$617k		2.6k	236.35	View chart
Lowes Cos Stock (LOW)	0.3	$606k		2.4k	251.31	View chart
Agnico Eagle Mines Stock (AEM)	0.3	$600k	-9%	3.6k	168.54	View chart
Tesla Stock (TSLA)	0.3	$568k	+4%	1.3k	444.69	View chart
Home Depot Stock (HD)	0.3	$560k		1.4k	405.08	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.2	$541k		6.1k	89.37	View chart
Merck & Co Stock (MRK)	0.2	$516k	-19%	6.1k	83.93	View chart
Hca Healthcare Stock (HCA)	0.2	$512k		1.2k	426.25	View chart
Bank America Corp Stock (BAC)	0.2	$506k		9.8k	51.59	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$498k		1.9k	259.57	View chart
Dnp Select Income Cef (DNP)	0.2	$496k	+2%	50k	10.01	View chart
Johnson & Johnson Stock (JNJ)	0.2	$492k	-8%	2.7k	185.39	View chart
Procter And Gamble Stock (PG)	0.2	$475k		3.1k	153.67	View chart
Broadcom Stock (AVGO)	0.2	$470k		1.4k	329.93	View chart
Murphy Usa Stock (MUSA)	0.2	$461k		1.2k	388.41	View chart
International Business Machs Stock (IBM)	0.2	$458k		1.6k	282.16	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$455k		1.9k	240.73	View chart
Southern Stock (SO)	0.2	$450k		4.8k	94.77	View chart
Marathon Pete Corp Stock (MPC)	0.2	$444k		2.3k	192.74	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$430k	+12%	897.00	479.77	View chart
Advanced Micro Devices Stock (AMD)	0.2	$423k	+8%	2.6k	161.79	View chart
Sherwin Williams Stock (SHW)	0.2	$422k		1.2k	346.38	View chart
Rtx Corporation Stock (RTX)	0.2	$419k		2.5k	167.36	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$418k	+31%	7.7k	54.16	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$412k		1.9k	220.86	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.2	$406k		2.8k	143.18	View chart
Coca Cola Stock (KO)	0.2	$405k		6.1k	66.32	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$393k	-12%	8.5k	46.41	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$382k		2.0k	195.86	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$375k		1.5k	254.28	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$369k	-13%	2.6k	140.03	View chart
Trustmark Corp Stock (TRMK)	0.2	$363k		9.2k	39.60	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.2	$355k		1.5k	239.62	View chart
Servisfirst Bancshares Stock (SFBS)	0.2	$344k		4.3k	80.53	View chart
Chipotle Mexican Grill Stock (CMG)	0.2	$343k	-4%	8.8k	39.19	View chart
Eastgroup Pptys Reit (EGP)	0.2	$338k		2.0k	169.23	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.2	$336k		1.9k	176.87	View chart
United Cmnty Bks Blairsvle Ga Stock (UCB)	0.1	$326k		10k	31.35	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$296k	-69%	2.1k	139.19	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$287k	-2%	384.00	746.86	View chart
Moodys Corp Stock (MCO)	0.1	$286k		600.00	476.48	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$285k		4.6k	61.68	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$282k	NEW	5.8k	48.72	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$261k		1.2k	215.73	View chart
Encompass Health Corp Stock (EHC)	0.1	$258k		2.0k	127.02	View chart
Principal Financial Group Stock (PFG)	0.1	$255k		3.1k	82.91	View chart
Blackstone Secd Lending Cef (BXSL)	0.1	$250k		9.6k	26.07	View chart
Arista Networks Stock (ANET)	0.1	$245k	NEW	1.7k	145.71	View chart
Abbott Labs Stock (ABT)	0.1	$236k		1.8k	133.92	View chart
Citigroup Stock (C)	0.1	$230k	NEW	2.3k	101.49	View chart
Csx Corp Stock (CSX)	0.1	$229k		6.4k	35.51	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$218k		7.0k	31.27	View chart
Mcdonalds Corp Stock (MCD)	0.1	$214k	-22%	704.00	303.70	View chart
Nextera Energy Stock (NEE)	0.1	$205k	NEW	2.7k	75.50	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.1	$200k	NEW	4.1k	49.39	View chart
Sibanye Stillwater Adr (SBSW)	0.1	$126k	NEW	11k	11.24	View chart
B2gold Corp Stock (BTG)	0.1	$112k		23k	4.95	View chart

Past Filings by Resolute Wealth Strategies

SEC 13F filings are viewable for Resolute Wealth Strategies going back to 2023

Resolute Wealth Strategies 2025 Q3 filed Nov. 12, 2025
Resolute Wealth Strategies 2025 Q2 filed Aug. 12, 2025
Resolute Wealth Strategies 2025 Q1 filed May 7, 2025
Resolute Wealth Strategies 2024 Q4 filed Feb. 6, 2025
Resolute Wealth Strategies 2024 Q3 filed Nov. 12, 2024
Resolute Wealth Strategies 2024 Q2 filed Aug. 13, 2024
Resolute Wealth Strategies 2024 Q1 filed May 14, 2024
Resolute Wealth Strategies 2023 Q4 filed Feb. 6, 2024
Resolute Wealth Strategies 2023 Q3 filed Nov. 13, 2023
Resolute Wealth Strategies 2023 Q2 filed Aug. 8, 2023
Resolute Wealth Strategies 2023 Q1 filed May 4, 2023

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